Headline: BlackRock's Seth Doesn't Expect BOJ Policy Move Until Later in Year

The video discusses the Bank of Japan's (BOJ) potential policy changes and their impact on markets, emphasizing that significant policy shifts are unlikely in the near term. It explores the effects of BOJ's policies on the banking system, particularly regional banks, and the need for a policy rethink. The video also covers the Japanese credit market, noting limited opportunities for significant shifts, and examines China's economic outlook, highlighting expected growth slowdown and rising default rates.

Discuss the implications of the yield curve being flat on the banking system in Japan.

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What are the expectations regarding default rates in China, and how do they compare to global standards?

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